Filed November 17, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY WEALTH MANAGEMENT5 years Service code 99 · EIN 20-0446664 | Other Fees | $0 |
Filed as: VOYA RETIREMENT AND INSURANCE ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,365 | $42,353-35.4% | $79,550-65.6% | $64,808-57.8% |
| Participation rate | 88.8% | 64.8%+24.1pp | 69.5%+19.3pp | 71.5%+17.4pp |
| Annual return | -14.22% | -12.24%-2.0pp | 0.16%-14.4pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,574 | $1,181+287.5% | $2,413+89.6% | $2,506+82.6% |
| Participant deferral / active EE | $3,472 | $3,170+9.5% | $3,985-12.9% | $4,310-19.5% |
| Admin fee / account holder | $64 | $160-59.9% | $6,832-99.1% | $188-66.0% |